WBR Group (WBR), the UK’s largest independent provider of SSAS services and tax experts, is pleased to announce the launch of its trustee consultant service with the appointment of three seasoned trustee consultants to enhance its commitment to delivering high levels of client service.
The new trustee consultants, Justine Osborne, Catherine Billington and Dan Thomas, bring a wealth of experience and expertise to WBR, reinforcing its dedication to providing personalised and comprehensive SSAS solutions. Their appointment helps to further strengthen WBR’s client focused approach through direct client contact, employing face-to-face meetings, video conferencing, and via the phone.
Justine Osborne joins WBR from Mattioli Woods and prior to that was at Brown Shipley and Hurley Partners. She has over 20 years of experience in SSAS administration and face to face client contact, with specialist knowledge in commercial property investments.
Catherine Billington spent over 25 years at Mattioli Woods, where she specialised in SIPP and SSAS.
Dan Thomas has over 20 years at Rowanmoor prior to WBR Group, he has experience looking after major institutional SSAS providers and in assisting with complex pension planning issues.
Justine, Catherine and Dan will work collaboratively with their colleagues, offering technical guidance on all aspects of SSAS clients’ requirements. Their primary focus will be to create, build, and maintain long term client and professional connections by delivering high quality service and guidance.
In their roles, the trustees will collaborate closely with the Director of Marketing and Distribution and the Sales Director to ensure effective communication and shared knowledge. They will also liaise with the Marketing team to provide clients and professional connections with information on appropriate Group services.
Tim Smith, Head of SSAS Proposition at WBR Group, said: “We are delighted to welcome Justine, Catherine and Dan to our team. Their extensive experience and commitment to client satisfaction align perfectly with our mission of providing exceptional SSAS solutions. We believe their contributions will enhance our ability to deliver tailored services and build lasting relationships with our clients. Our intention is to continue to grow this service and are actively recruiting.”